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1,077 hedge funds and large institutions have $25.8B invested in Cummins in 2020 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 351 increasing their positions, 435 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 61

92% more funds holding in top 10

Funds holding in top 10: 1325 (+12)

19% more capital invested

Capital invested by funds: $21.6B → $25.8B (+$4.19B)

7% more funds holding

Funds holding: 1,0111,077 (+66)

1.7% less ownership

Funds ownership: 84.5%82.8% (-1.7%)

14% less call options, than puts

Call options by funds: $255M | Put options by funds: $296M

19% less repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 435

Holders
1,077
Holders Change
+66
Holders Change %
+6.53%
% of All Funds
21.73%
Holding in Top 10
25
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+92.31%
% of All Funds
0.5%
New
135
Increased
351
Reduced
435
Closed
61
Calls
$255M
Puts
$296M
Net Calls
-$41.5M
Net Calls Change
-$40M
Name Holding Trade Value Shares
Change
Change in
Stake
KIG
1001
Kessler Investment Group
Indiana
$42K -$1.71M -8,608 -98%
RTC
1002
Riverview Trust Company
Washington
$42K
VCM
1003
Versant Capital Management
Arizona
$42K
IFAM
1004
Institutional & Family Asset Management
Colorado
$40K -$46K -231 -55%
TFO
1005
Tarbox Family Office
California
$35K
PAI
1006
Pittenger & Anderson Inc
Nebraska
$32K
HWA
1007
HHM Wealth Advisors
Tennessee
$32K +$9.96K +50 +50%
FHC
1008
First Horizon Corporation
Tennessee
$32K +$30.9K +155 New
NIC
1009
Northwest Investment Counselors
Oregon
$30K +$28.1K +141 New
Millennium Management
1010
Millennium Management
New York
$29.5K +$25.5M +128,052 +1,094%
GAM
1011
Gemmer Asset Management
California
$28K
BWM
1012
Baystate Wealth Management
Massachusetts
$28K +$199 +1 +0.8%
TC
1013
Trust Company
Kansas
$27K -$2.99K -15 -10%
LC
1014
Lindbrook Capital
California
$27K +$996 +5 +4%
APC
1015
Aspire Private Capital
North Carolina
$27K +$25.7K +129 New
TPWA
1016
TRUE Private Wealth Advisors
Oregon
$26K
PMFA
1017
Plante Moran Financial Advisors
Michigan
$26K +$24.9K +125 New
CB
1018
CNB Bank
Pennsylvania
$24K
VLKIM
1019
Van Lanschot Kempen Investment Management
Netherlands
$23K -$598 -3 -3%
JFA
1020
JNBA Financial Advisors
Minnesota
$23K
AWA
1021
Arkadios Wealth Advisors
Georgia
$22.3K -$199 -1 -1%
EWM
1022
Endurance Wealth Management
Rhode Island
$21K
GWMIA
1023
Global Wealth Management Investment Advisory
Florida
$21K
WPA
1024
West Paces Advisors
Georgia
$20.3K
SLF
1025
Sun Life Financial
Ontario, Canada
$19K -$598 -3 -3%

CMI Hedge Fund Activity: Q3 2020 in Review

1,077 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q3 2020, worth a combined $25.8B — up 19% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 135 funds opened new CMI positions and 61 closed out — a net gain of 74 holders — while 351 added to existing stakes and 435 trimmed.

The largest buyer was Franklin Resources, adding an estimated $339M. The largest seller was Credit Suisse, cutting an estimated $269M.

  • 1,077 institutional investors held Cummins (CMI) as of Q3 2020, up from 1,011 in Q2 2020.
  • Funds reported $25.8B of Cummins stock for Q3 2020, up 19% quarter-over-quarter.
  • 135 funds opened new Cummins positions in Q3 2020 and 61 closed out, a net change of +74 holders.
  • The largest Cummins buyer in Q3 2020 was Franklin Resources, an estimated $339M added.
  • The largest Cummins seller in Q3 2020 was Credit Suisse, an estimated $269M sold.

Based on aggregated 13F filings for Q3 2020.